Cohu Inc (COHU)vsLG Display Co Ltd (LPL)
COHU
Cohu Inc
$49.81
-10.86%
TECHNOLOGY · Cap: $2.49B
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 5252329% more annual revenue ($25.28T vs $481.28M). LPL leads profitability with a -0.3% profit margin vs -11.5%. COHU appears more attractively valued with a PEG of 1.15. COHU earns a higher WallStSmart Score of 39/100 (F).
COHU
Hold39
out of 100
Grade: F
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.4%
Fair Value
$23.49
Current Price
$49.81
$26.32 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 29.3% year-over-year
Reasonable price relative to book value
Areas to Watch
ROE of -7.2% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
Operating margin of -8.3%
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 8.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : COHU
The strongest argument for COHU centers on Revenue Growth. Revenue growth of 29.3% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : COHU
The primary concerns for COHU are Return on Equity, EPS Growth, Profit Margin.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
COHU profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
COHU carries more volatility with a beta of 1.61 — expect wider price swings.
COHU is growing revenue faster at 29.3% — sustainability is the question.
COHU generates stronger free cash flow (8M), providing more financial flexibility.
Bottom Line
COHU scores higher overall (39/100 vs 32/100) and 29.3% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cohu Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Cohu, Inc. is engaged in semiconductor inspection and test equipment and printed circuit board (PCB) test equipment businesses in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company is headquartered in Poway, California.
Visit Website →LG Display Co Ltd
TECHNOLOGY · CONSUMER ELECTRONICS · USA
LG Display Co., Ltd. is dedicated to the design, manufacture and sale of thin film transistor liquid crystal displays (TFT-LCD) and display panels based on organic light emitting diode (OLED) technology. The company is headquartered in Seoul, South Korea.
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